User Manual / Getting started / Overview
Overview

After login, you will be directed to the Home screen of Witly. In general, the Homepage screen and other screens consist of several components, such as menu and tabs. Let’s break each one of these down in order for you to get a better understanding of its components.

App 

The App is a group of modules. For example, Sales App consists of Customer and Contact module. You can show the app selector by clicking on  icon.

Sidebar

Sidebar is a shortcut for you to create a new record, see recently viewed items, quickly access to your favorite records and views. Click on  icon to see the sidebar menu. You can perform the following actions.

  • Create: To quickly create a new record.
  • Recently Viewed: To see a list of the last 10 items you recently viewed. 
  • Favorite Records: To see 10 items of your favorite records.
  • Favorite Views: To see 10 items of your favorite views

Tab

Tab controls are the interface component for navigating through Witly module. Tab visibility depends on your roles and permissions that are granted by your administrator.

Search

Use Search to find matching resources of any data. The Search box is located at the top right of your screen. Click on  icon to show the search options.

Notifications

Any activity taken on Witly will be shown on Notifications. Click on  to see your notification messages.

Setting

On the setting screen, you can update/edit your personal profile, information and change your password. In addition, you can customize your Witly application if you have an administrator account. Click on  to go to the setting screen. 

Profile

Click on  to find your profile and Logout button. 

Last modified on Apr 11, 2018